Changes for page Batch Upload Formats

Last modified by Matthew Deceunynck on 2015/06/05 16:12
From version Icon 18.1 Icon
edited by Davide Bonicelli
on 2015/03/25 09:49
Change comment: There is no comment for this version
To version Icon 15.1 Icon
edited by Davide Bonicelli
on 2015/03/25 09:48
Change comment: Upload new attachment Staff Member Responsibility - Batch Upload Example.csv

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... ... @@ -24,12 +24,8 @@
24 24  
25 25  * The following diagram provides a visual roadmap of the prerequisites for loading each batch file:(% style="font-family: sans-serif; font-size: 14px;" %)
26 26  
27 -(((
27 + [[image:BatchUploadTablesAndKeys-1330540947.png]]
28 28  
29 -)))
30 -
31 -[[image:BatchUploadTablesAndKeys-1330540947.png]]
32 -
33 33  
34 34  
35 35  The sections below describe specific upload information about each organizational batch upload file:
... ... @@ -50,12 +50,13 @@
50 50  
51 51  **Batch File Fields**:
52 52  
49 +
53 53  * (% style="font-size: 14px;" %)operation
54 54  * (% style="font-size: 14px;" %)name
55 55  * (% style="font-size: 14px;" %)code
56 56  * (% style="font-size: 14px;" %)description
57 57  
58 -[[(% class="wikiattachmentlink wikiattachmentlink" %)**Sample file**>>attach:Role - Batch File Example-1348454930.html]]
55 +[[(% class="wikiattachmentlink" %)**Sample file**>>attach:Role - Batch File Example-1348454930.html]]
59 59  
60 60  {{code}}
61 61  operation,name,code,description
... ... @@ -68,7 +68,7 @@
68 68  {{/code}}
69 69  
70 70  
71 -==== (% style="font-size: 19px; line-height: 1.2em; color: rgb(33, 115, 175); font-size: 14px" %)**Role Permission**(%%) ====
68 +==== (% style="font-size: 14px;" %)**Role Permission**(%%) ====
72 72  
73 73  **Description**: assign permissions to Roles.
74 74  
... ... @@ -78,11 +78,12 @@
78 78  
79 79  **Batch File Fields**:
80 80  
78 +
81 81  * (% style="font-size: 14px;" %)operation
82 82  * (% style="font-size: 14px;" %)ROLE.code
83 83  * [[permission.name>>url:file:///Assignable-Permission-List||style="font-size: 14px;"]](% style="font-size: 14px;" %) - These permissions are defined configured for your specific version of SMR
84 84  
85 -[[(% class="wikiattachmentlink" %)**Sample File**>>attach:Role Permission - Batch File Example-1348454930.html]]
83 +[[Sample File>>attach:Role Permission - Batch File Example-1348454930.html]]
86 86  
87 87  {{code}}
88 88  operation,role.code,permission.name
... ... @@ -113,32 +113,41 @@
113 113  {{/code}}
114 114  
115 115  
116 -==== **Client** ====
117 117  
118 -**Description**: define basic client information.
115 +**Client** ([[Example>>url:file:///Client+-+Batch+File+Example]])
119 119  
120 -**Same as**: Clients... admin screen ~-~-> Basic Information tab.
117 +Description: define basic client information.
121 121  
122 -**Notes**: The "active" field is a Boolean.
119 +Same as Clients... admin screen ~-~-> Basic Information tab.
123 123  
124 -**Prerequisite**: None
121 +Notes: The "active" field is a Boolean.
125 125  
126 -**Batch File Fields**:
123 +Prerequisite: None
127 127  
125 +Batch File Fields:
128 128  
129 -* (% style="font-size: 14px;" %)operation
130 -* (% style="font-size: 14px;" %)firstName
131 -* (% style="font-size: 14px;" %)lastName
132 -* (% style="font-size: 14px;" %)identifier
133 -* (% style="font-size: 14px;" %)active
134 -* (% style="font-size: 14px;" %)gender
135 -* (% style="font-size: 14px;" %)dob
136 -* (% style="font-size: 14px;" %)payerID
137 -* (% style="font-size: 14px;" %)providerID
138 -* (% style="font-size: 14px;" %)memberID
127 +operation
139 139  
140 -[[(% class="wikiattachmentlink" %)**Sample file**>>attach:Client - Batch File Example.csv]]
129 +firstName
141 141  
131 +lastName
132 +
133 +identifier
134 +
135 +active
136 +
137 +gender
138 +
139 +dob
140 +
141 +payerID
142 +
143 +providerID
144 +
145 +memberID
146 +
147 +Sample file
148 +
142 142  {{code}}
143 143  operation, firstName, lastName, identifier, active, gender, dob, payerID, providerID, memberID
144 144  UPDATE,Test,Client1,TC1,TRUE,MALE,1995/01/12,3PPID01, ProvID1, Mem117
... ... @@ -156,23 +156,27 @@
156 156  {{/code}}
157 157  
158 158  
159 -==== **Client Placement** ====
160 160  
161 -**Description**: define client placements at org units.
167 +**Client Placement** ([[Example>>url:file:///Client+Placement+-+Batch+File+Example]])
162 162  
163 -**Same as**: Clients... admin screen ~-~-> Organizational Placements tab.
169 +Description: define client placements at org units.
164 164  
165 -**Prerequisite**: CLIENT, Organizational Units
171 +Same as Clients... admin screen ~-~-> Organizational Placements tab.
166 166  
167 -**Batch File Fields**:
173 +Prerequisite: CLIENT, Organizational Units
168 168  
175 +[[See the OU structure used for this sample>>url:file:///Sample-OU-structure]]
169 169  
170 -* (% style="font-size: 14px;" %)operation
171 -* (% style="font-size: 14px;" %)CLIENT.identifier
172 -* (% style="font-size: 14px;" %)ORGUNIT.code
177 +Batch File Fields:
173 173  
174 -[[(% class="wikiattachmentlink" %)**Sample file**>>attach:Client Placement - Batch File Example.csv]]
179 +operation
175 175  
181 +CLIENT.identifier
182 +
183 +ORGUNIT.code
184 +
185 +Sample file
186 +
176 176  {{code}}
177 177  operation, client.identifier, orgUnit.code
178 178  UPDATE, 1234, OU-1
... ... @@ -192,23 +192,26 @@
192 192  
193 193  
194 194  
195 -==== **Client Tag** ====
206 +**Client Tag** ([[Example>>url:file:///Client+Tag+-+Batch+File+Example]])
196 196  
197 -**Description**: assign taxonomy tags to client
208 +Description: assign taxonomy tags to client
198 198  
199 -**Same as**: Clients... admin screen ~-~-> Tags tab.
210 +Same as Clients... admin screen ~-~-> Tags tab.
200 200  
201 -**Prerequisites**: CLIENT, TAG
212 +Prerequisites: CLIENT, TAG
202 202  
203 -**Batch File Fields**:
214 +[[See the sample set of Tags used for this example.>>url:file:///Sample-set-of-Tags]]
204 204  
216 +Batch File Fields:
205 205  
206 -* (% style="font-size: 14px;" %)operation
207 -* (% style="font-size: 14px;" %)CLIENT.identifier
208 -* (% style="font-size: 14px;" %)TAG.code
218 +operation
209 209  
210 -[[(% class="wikiattachmentlink" %)**Sample file**>>attach:Client Tag - Batch File Example.csv]]
220 +CLIENT.identifier
211 211  
222 +TAG.code
223 +
224 +Sample file
225 +
212 212  {{code}}
213 213  operation,client.identifier,tag.code
214 214  UPDATE,TC1,TT1
... ... @@ -235,25 +235,28 @@
235 235  {{/code}}
236 236  
237 237  
238 -==== **Caregiver** ====
252 +**Caregiver** ([[Example>>url:file:///Caregiver+-+Batch+File+Example]])
239 239  
240 -**Description**: define/assign caregivers for clients.
254 +Description: define/assign caregivers for clients.
241 241  
242 -**Same as**: CANS Assessment ~-~-> Client details ~-~-> caregivers tab.
256 +Same as CANS Assessment ~-~-> Client details ~-~-> caregivers tab.
243 243  
244 -**Prerequisites**: CLIENT
258 +Prerequisites: CLIENT
245 245  
246 -**Batch File Fields**:
260 +Batch File Fields:
247 247  
262 +operation
248 248  
249 -* (% style="font-size: 14px;" %)operation
250 -* (% style="font-size: 14px;" %)CLIENT.identifier
251 -* [[relationshipToClient>>url:file:///Caregiver-RelationshipToClient||style="font-size: 14px;"]]
252 -* (% style="font-size: 14px;" %)firstName
253 -* (% style="font-size: 14px;" %)lastName
264 +CLIENT.identifier
254 254  
255 -[[(% class="wikiattachmentlink" %)**Sample file**>>attach:Caregiver - Batch File Example.csv]]
266 +[[relationshipToClient>>url:file:///Caregiver-RelationshipToClient]]
256 256  
268 +firstName
269 +
270 +lastName
271 +
272 +Sample file
273 +
257 257  {{code}}
258 258  operation,client.identifier,relationshipToClient,firstName,lastName
259 259  UPDATE,TC2,Adoptive Father,Adopt,Father
... ... @@ -265,30 +265,34 @@
265 265  {{/code}}
266 266  
267 267  
268 -==== **Staff** ====
285 +**Staff** ([[Example>>url:file:///Staff+Member+-+Batch+File+Example]])
269 269  
270 -**Description**: define staff members/users of the system.
287 +Description: define staff members/users of the system.
271 271  
272 -**Same as**: Staff... admin screen.
289 +Same as Staff... admin screen.
273 273  
274 -**Prerequisites**: valid email address
291 +Prerequisites: valid email address
275 275  
276 -**Notes**: The password is set to the **lastName**.
293 +Notes: The password is set to the **lastName**.
277 277  
278 - The "active" field is a Boolean - TRUE or FALSE
295 +The "active" field is a Boolean - TRUE or FALSE
279 279  
280 -**Batch File Fields**:
297 +Batch File Fields:
281 281  
299 +operation
282 282  
283 -* (% style="font-size: 14px;" %)operation
284 -* (% style="font-size: 14px;" %)firstName
285 -* (% style="font-size: 14px;" %)lastName
286 -* (% style="font-size: 14px;" %)login
287 -* (% style="font-size: 14px;" %)email
288 -* (% style="font-size: 14px;" %)active
301 +firstName
289 289  
290 -[[(% class="wikiattachmentlink" %)**Sample file**>>attach:Staff Member - Batch File Example.csv]]
303 +lastName
291 291  
305 +login
306 +
307 +email
308 +
309 +active
310 +
311 +Sample file
312 +
292 292  {{code}}
293 293  operation,firstName,lastName,middleName,login,email,active
294 294  UPDATE,Test,Staff1,teststaff1,test1@test.com,TRUE
... ... @@ -300,26 +300,28 @@
300 300  {{/code}}
301 301  
302 302  
303 -==== **Staff Role** ====
324 +**Staff Role** ([[Example>>url:file:///Staff+Member+Role+-+Batch+File+Upload]])
304 304  
305 -**Description**: assign roles to staff members
326 +Description: assign roles to staff members
306 306  
307 -**Same as**: Staff... admin screen ~-~-> Assigned Roles tab.
328 +Same as Staff... admin screen ~-~-> Assigned Roles tab.
308 308  
309 -**Prerequisites**: STAFF, ROLE
330 +Prerequisites: STAFF, ROLE
310 310  
311 -**Notes**: The "active" field is a Boolean.
332 +Notes: The "active" field is a Boolean.
312 312  
313 -**Batch File Fields**:
334 +Batch File Fields:
314 314  
336 +operation
315 315  
316 -* (% style="font-size: 14px;" %)operation
317 -* (% style="font-size: 14px;" %)STAFF.login
318 -* (% style="font-size: 14px;" %)ROLE.code
319 -* (% style="font-size: 14px;" %)active
338 +STAFF.login
320 320  
321 -[[(% class="wikiattachmentlink" %)**Sample file**>>attach:Staff Member Role - Batch File Upload.csv]]
340 +ROLE.code
322 322  
342 +active
343 +
344 +Sample file
345 +
323 323  {{code}}
324 324  operation,user.login,role.code,active
325 325  UPDATE,teststaff1,BUSR1,TRUE
... ... @@ -331,23 +331,26 @@
331 331  {{/code}}
332 332  
333 333  
334 -==== **Staff Placement** ====
357 +**Staff Placement** ([[Example>>url:file:///Staff+Member+Placement+-+Batch+File+Upload]])
335 335  
336 -**Description**: define staff member placements at org units.
359 +Description: define staff member placements at org units.
337 337  
338 -**Same as**: Staff... admin screen ~-~-> Placement tab
361 +Same as Staff... admin screen ~-~-> Placement tab
339 339  
340 -**Prerequisites**: STAFF, ORGUNIT
363 +Prerequisites: STAFF, ORGUNIT
341 341  
342 -**Batch File Fields**:
365 +[[See the OU structure used for this sample>>url:file:///Sample-OU-structure]]
343 343  
367 +Batch File Fields:
344 344  
345 -* (% style="font-size: 14px;" %)operation
346 -* (% style="font-size: 14px;" %)STAFF.login
347 -* (% style="font-size: 14px;" %)ORGUNIT.code
369 +operation
348 348  
349 -[[(% class="wikiattachmentlink" %)**Sample file**>>attach:Staff Member Placement - Batch File Upload.csv]]
371 +STAFF.login
350 350  
373 +ORGUNIT.code
374 +
375 +Sample file
376 +
351 351  {{code}}
352 352  operation,user.login,orgUnit.code
353 353  UPDATE,teststaff1,SC.B1
... ... @@ -359,25 +359,28 @@
359 359  {{/code}}
360 360  
361 361  
362 -==== **Staff Responsibility** ====
388 +**Staff Responsibility** ([[Example>>url:file:///Staff+Member+Responsibility+-+Batch+Upload+Example]])
363 363  
364 -**Description**: assign staff member responsibility for other staff members.
390 +Description: assign staff member responsibility for other staff members.
365 365  
366 -**Same as**: Responsibilities... ~-~-> Staff tab
392 +Same as Responsibilities... ~-~-> Staff tab
367 367  
368 -**Prerequisites**: STAFF, ROLE
394 +Prerequisites: STAFF, ROLE
369 369  
370 -**Batch File Fields**:
396 +Batch File Fields:
371 371  
398 +operation
372 372  
373 -* (% style="font-size: 14px;" %)operation
374 -* (% style="font-size: 14px;" %)parentUserRole.STAFF.login
375 -* (% style="font-size: 14px;" %)parentUserRole.ROLE.code
376 -* (% style="font-size: 14px;" %)childUserRole.STAFF.login
377 -* (% style="font-size: 14px;" %)childUserRole.ROLE.code
400 +parentUserRole.STAFF.login
378 378  
379 -[[(% class="wikiattachmentlink" %)**Sample file**>>attach:Staff Member Responsibility - Batch Upload Example.csv]]
402 +parentUserRole.ROLE.code
380 380  
404 +childUserRole.STAFF.login
405 +
406 +childUserRole.ROLE.code
407 +
408 +Sample file
409 +
381 381  {{code}}
382 382  operation,parentUserRole.user.login,parentUserRole.role.code,childUserRole.user.login,childUserRole.role.code
383 383  UPDATE,teststaff6,BUSPV,teststaff1,BUSR1
... ... @@ -388,24 +388,26 @@
388 388  {{/code}}
389 389  
390 390  
391 -==== **Organizational Unit Responsibility** ====
420 +**Organizational Unit Responsibility** ([[Example>>url:file:///Organizational+Unit+Responsibility+-+Batch+File+Example]])
392 392  
393 -**Description**: assign staff member direct responsibility for org units.
422 +Description: assign staff member direct responsibility for org units.
394 394  
395 -**Same as**: Responsibilities... ~-~-> OU tab
424 +Same as Responsibilities... ~-~-> OU tab
396 396  
397 -**Prerequisites**: STAFF, ROLE, ORGUNIT
426 +Prerequisites: STAFF, ROLE, ORGUNIT
398 398  
399 -**Batch File Fields**:
428 +Batch File Fields:
400 400  
430 +operation
401 401  
402 -* (% style="font-size: 14px;" %)operation
403 -* (% style="font-size: 14px;" %)userRole.STAFF.login
404 -* (% style="font-size: 14px;" %)userRole.ROLE.code
405 -* (% style="font-size: 14px;" %)ORGUNIT.code
432 +userRole.STAFF.login
406 406  
407 -[[(% class="wikiattachmentlink" %)**Sample file**>>attach:Organizational Unit Responsibility - Batch File Example.csv]]
434 +userRole.ROLE.code
408 408  
436 +ORGUNIT.code
437 +
438 +Sample file
439 +
409 409  {{code}}
410 410  operation,userRole.user.login,userRole.role.code,orgUnit.code
411 411  UPDATE,teststaff6,BUSPV,SC
... ... @@ -414,24 +414,26 @@
414 414  UPDATE,teststaff6,BUSPV,R2
415 415  {{/code}}
416 416  
417 -==== **Staff - Client Assignment** ====
448 +**Staff - Client Assignment** ([[Example>>url:file:///Client+Responsibility+-+Batch+File+Example]])
418 418  
419 -**Description**: assign staff member direct responsibility for clients.
450 +Description: assign staff member direct responsibility for clients.
420 420  
421 -**Same as**: Responsibilities... ~-~-> Clients tab.
452 +Same as Responsibilities... ~-~-> Clients tab.
422 422  
423 -**Prerequisites**: STAFF, ROLE, CLIENT
454 +Prerequisites: STAFF, ROLE, CLIENT
424 424  
425 -**Batch File Fields**:
456 +Batch File Fields:
426 426  
458 +operation
427 427  
428 -* (% style="font-size: 14px;" %)operation
429 -* (% style="font-size: 14px;" %)userRole.STAFF.login
430 -* (% style="font-size: 14px;" %)userRole.ROLE.code
431 -* (% style="font-size: 14px;" %)CLIENT.identifier
460 +userRole.STAFF.login
432 432  
433 -[[(% class="wikiattachmentlink" %)**Sample file**>>attach:Client Responsibility - Batch File Example.csv]]
462 +userRole.ROLE.code
434 434  
464 +CLIENT.identifier
465 +
466 +Sample file
467 +
435 435  {{code}}
436 436  operation,userRole.user.login,userRole.role.code,client.identifier
437 437  UPDATE,teststaff1,BUSR1,TC1
Icon Client Responsibility - Batch File Example.csv
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Icon Organizational Unit Responsibility - Batch File Example.csv
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